Aire Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aire Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,807	Closed	-$472K	–	142
2022 Q3	$472K	Buy	+5,807	New	+$478K	0.16%	80

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aire Advisors's SHY Position: Q4 2022 in Review

Aire Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 5,807 shares — an estimated $472K sold.

Aire Advisors first reported a position in SHY in Q3 2022 and held it in 1 quarter. The position peaked at $472K in Q3 2022. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Aire Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Aire Advisors sold 5,807 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $472K.
Aire Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
Aire Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $472K in Q3 2022.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Aire Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.